Institutional Ownership Spdr S&P 500 ETF Trust (SPY)
This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY). We have compiled data on the 4,553 institutions that hold shares in the stock, with a total of 593 Million shares, which have been reported (via 13F filing form) to have a value of $348 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Solution Inc.
|
Nov 01, 2024 Q3 2024 |
1,722
shares
|
$1.01 Million
0.58% of portfolio
|
Q3 2024
Added 39.89%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,722
shares
|
$1.01 Million
0.16% of portfolio
|
Q2 2023
Added 8.85%
|
|
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
Nov 07, 2024 Q3 2024 |
1,720
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2024
Reduced 30.92%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
1,718
shares
|
$1.01 Million
0.51% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
1,714
shares
|
$1 Million
0.1% of portfolio
|
Q3 2024
Added 127.62%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
1,714
shares
|
$1 Million
0.5% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
1,714
shares
|
$1 Million
0.57% of portfolio
|
Q3 2024
Reduced 10.96%
|
|
|
Zuckerman Investment Group, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,713
shares
|
$1 Million
0.11% of portfolio
|
Q3 2024
Added 39.38%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
1,711
shares
|
$1 Million
0.25% of portfolio
|
Q3 2024
Reduced 28.38%
|
|
|
Martin Capital Advisors, LLP
|
Oct 11, 2024 Q3 2024 |
1,707
shares
|
$1 Million
0.7% of portfolio
|
Q3 2023
Reduced 8.08%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
1,707
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
1,706
shares
|
$999,886
0.49% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
1,706
shares
|
$999,886
0.38% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 09, 2024 Q3 2024 |
1,698
shares
|
$995,197
0.45% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
1,697
shares
|
$994,611
0.13% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 08, 2024 Q3 2024 |
1,695
shares
|
$993,439
0.37% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
1,694
shares
|
$992,853
0.37% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
1,689
shares
|
$989,922
0.15% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
Nov 14, 2024 Q3 2024 |
1,687
shares
|
$988,750
0.26% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
1,686
shares
|
$988,164
0.91% of portfolio
|
Q1 2024
Reduced 37.23%
|
|
|
Diversified Investment Strategies, LLC
|
Nov 05, 2024 Q3 2024 |
1,684
shares
|
$986,992
0.66% of portfolio
|
Q1 2024
Added 4.01%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
1,684
shares
|
$986,992
0.14% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 03, 2024 Q3 2024 |
1,681
shares
|
$985,234
0.54% of portfolio
|
Q3 2024
Reduced 24.96%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,680
shares
|
$984,648
0.2% of portfolio
|
Q2 2024
Added 1.76%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
1,680
shares
|
$984,648
0.44% of portfolio
|
Q3 2024
Added 0.06%
|